Nadel Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Nadel Private Wealth provides non-discretionary portfolio management and standalone financial planning services to individual and high‑net‑worth clients. The firm advises across a broad range of securities and investment types, including mutual funds, ETFs, fixed income, real estate funds, annuities, private placements, and venture capital interests.
The firm documents client objectives in individualized Investment Policy Statements and applies multiple analytical methods — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and uses both long‑ and short‑term trading approaches. Nadel Private Wealth does not exercise trading discretion: clients retain final approval of transactions, the firm requires specified custodians, and it does not aggregate block trades across client accounts.
Uncommonly for a firm in this category, Nadel Private Wealth offers project‑based financial planning engagements with both fixed‑fee and hourly fee arrangements in addition to its asset‑based advisory services. The firm also reports no assets under management and no active SEC‑registered advisors at this time, does not serve as a private fund adviser, and does not utilize third‑party investment managers, which may be relevant for clients seeking pooled or delegated investment solutions.
Client services
Expertise
Fee options
Fixed fees between $500 and $2,500 for standalone financial planning
1.00% annually flat fee for assets $1,000,000 and up
$50 to $150 per hour for standalone financial planning
Account minimum: $1,000,000 (may be waived)
Main office
San Jose CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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